M.D. Sass LLC’s Alcon ALC Stock Holding History

M.D. Sass LLC’s Portfolio ALC Stock Details ALC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-431,003	Closed	-$34M	–	37
2025 Q4	$34M	Sell	431,003 -80,797	-16%	-$6.22M	2.68%	21
2025 Q3	$38.1M	Buy	+511,800	New	+$42.7M	3.11%	18

Other funds holding ALC

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

M.D. Sass LLC's ALC Position: Q1 2026 in Review

M.D. Sass LLC sold out of Alcon (ALC) in Q1 2026, closing a stake of 431,003 shares — an estimated $34M sold.

M.D. Sass LLC first reported a position in ALC in Q3 2025 and held it in 2 quarters. The position peaked at $38.1M in Q3 2025. 650 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

M.D. Sass LLC reported no remaining Alcon position as of Q1 2026 after selling out during the quarter.
M.D. Sass LLC sold 431,003 Alcon shares in Q1 2026, an estimated $34M.
M.D. Sass LLC first reported a position in Alcon in Q3 2025 and held it in 2 quarters.
M.D. Sass LLC's Alcon position peaked at $38.1M in Q3 2025.
650 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on M.D. Sass LLC's 13F filing for Q1 2026, filed 14 May 2026.